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Pinnacle Bank · 4 hours ago

Teller II New Accounts

Joplin, MO

Full-time

Onsite

Entry, Mid Level

2+ years exp

Pinnacle Bank is dedicated to providing quality service and building long-term customer relationships. The Teller II New Accounts role involves assisting customers with banking transactions, opening and closing accounts, and providing customer service and sales support to enhance the banking experience.

BankingFinanceFinancial Services

Responsibilities

Performs all regular teller duties including accepting deposits, cashing checks, and perform various customer service related duties

Listens to customer needs to make appropriate customer referrals to other bank staff to promote products and services

Receives, researches, and resolves customer inquiries regarding checking and savings accounts

May do account and card maintenance such as change address, order or hot card cards

Prepares holds on deposits

Completes forms such as CTRs, SIRs, and any other BSA reporting as necessary

Performs operational duties as required, which may include: vault operations, ordering and shipping cash, ATM settlement, research teller differences, and completing various reports

Responsible for opening and closing individual and commercial deposit accounts. Must obtain appropriate BSA information and business documents for account opening

Prepares all paperwork and assists the customer in signing the documents

Strives to achieve sales goals by being a knowledgeable resource on products and services available to customers

Performs various customer service duties:

Answering phone calls and assisting walk-in customers

Initiating customer research

Processing check orders

Closing accounts

Processing customer account printouts

Sorting daily mail

Assisting with NSF, Non-post, and collections

Assisting customer with Safe Deposit Boxes

Deposit verification for credit purposes

Responsible for maintaining customer accounts including deposit accounts, CDs, Health Savings Accounts, IRAs, and other retail banking products

Performs other related duties as assigned by management

Ability to maintain regular and reliable attendance, and the ability to work flexible hours, including weekends (if branch is open on weekends)

Qualification

Banking regulations knowledgeCustomer service skillsBanking products knowledgeComputer operation skillsEffective listeningTeam playerConfidentialityCommunication skills

Required

High school graduate or equivalent

A minimum of 30 months of prior banking experience is generally expected

Availability Monday - Friday 7:45am-6:15pm and Saturdays from 8:45am-12:15pm, approximately 2-3 Saturdays per month

Ability to maintain regular and reliable attendance, and the ability to work flexible hours, including weekends (if branch is open on weekends)

Full knowledge of personal and business banking products offered, taking a personal initiative to stay updated on any changes

Basic knowledge of all banking regulations applicable to the job function and of all bank policies and procedures

Knowledge of general banking principles and banking regulations and a willingness to participate in educational opportunities

Skill in communicating with clients and co-workers in courteous and professional manner

Skill in operating computer terminals and printers, back counter capture machine, coin machine and copier

Skills in effectively listening to customers and making appropriate referrals

Ability to maintain a high level of confidentiality

Ability to perform customer service duties and provides leadership and guidance to subordinate members of the department in the areas of phone and in-person inquiries, conducting customer research, cash and check handling, and effectively making appropriate customer referrals to other bank staff

Ability to ensure that appropriate efficiency, accuracy, and customer service is provided to customers to ensure that the bank's goals of meeting the customers needs is being met

Ability to demonstrate accuracy and efficiency in a fast-paced environment

Ability to function as a team player

Ability to perform any other duties/projects as assigned by management